Licensed Personal Lines CSR & Client Relations Pro

Founder Shield; Charlotte (NC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Generous PTO

Health benefits

401K with company matching

Commission incentives

Job summary

The Baldwin Group in Charlotte, NC is seeking a licensed Personal Lines Client Relations Analyst to join our frontline service team. The role focuses on handling inbound client calls, resolving policy questions, and supporting revenue retention with a proactive, bilingual-capable approach.

Ideal candidates have 1–2 years of insurance experience, a valid P&C license, strong communication, and the ability to navigate multiple systems while maintaining accuracy and professionalism.

Qualifications

• Customer service or call center experience preferred.
• Must obtain state-required insurance licenses within the first 90 days (company-supported).
• Active Personal Lines license required.
• Proficient typing with accuracy.

Responsibilities

• Handle inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs.
• Maintain calm, confident, and friendly communication while multitasking across several systems and screens.
• Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps.
• Address concerns, overcome objections, and present solutions or alternatives.
• Enter accurate information and process updates in real time during client calls.
• Process endorsements, audits, and other policy modifications.
• Perform additional duties as assigned.

Skills

Multitasking

Verbal communication

Typing

Microsoft Office

Customer service

Spanish language

Education

Active Personal Lines license

Insurance experience (1-2 years)

Insurance concepts knowledge

Tools

Microsoft Office Suite

Job description

The Baldwin Group in Charlotte, NC is seeking a licensed Personal Lines Client Relations Analyst to join our frontline service team. The role focuses on handling inbound client calls, resolving policy questions, and supporting revenue retention with a proactive, bilingual-capable approach.

Ideal candidates have 1–2 years of insurance experience, a valid P&C license, strong communication, and the ability to navigate multiple systems while maintaining accuracy and professionalism.